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Tags: Investment Managers

February 25, 2021
What You Need to Know About the Net Zero Asset Managers Initiative
Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.
September 24, 2020
Updated COVID-19 Survey: Most Managers’ Offices Closed, With Many Not Reopening Until 2021
Overall, managers were much less optimistic about the resumption of business as usual in September compared to our first survey in June.
June 24, 2020
How Investment Managers Are Handling the Pandemic’s Impact
December 10, 2019
Callan’s Fee Study Highlights Key Industry Trends
November 5, 2018
ESG’s Regional Regulatory Conundrum for Managers
July 25, 2018
Follow the Money: Asset Flow Data Support Industry Trends
June 5, 2018
Dragnets of Due Diligence
The often mundane jobs of compliance officers and forensic auditors just got more exciting. Effective Oct. 1, 2017, investment advisers registered with the Securities and Exchange Commission (SEC), with few exceptions, must use a newly expanded Form ADV to report on their businesses. With these changes, this document has become an even more valuable tool for investors and fiduciaries seeking to evaluate their advisers.
May 14, 2018
Examining MiFID II After Implementation
Last August Callan outlined some of the issues raised by MiFID II, the second iteration of the Markets in Financial Instruments Directive. We wanted to provide an update on the directive, which took effect at the start of this year
March 20, 2018
Our Manager Search Process
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